Welcome to our dedicated page for Bluerock Homes Trust SEC filings (Ticker: BHM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Bluerock Homes Trust, Inc. (BHM) SEC filings page brings together the company’s regulatory disclosures as a residential real estate investment trust (REIT) listed on the NYSE American. As an emerging growth company incorporated in Maryland, BHM files current reports, financial statements, and transaction-related documents that explain how it builds and finances its portfolio of single-family rentals, build-to-rent communities, and other residential properties.
Through its Forms 8-K and 8-K/A, Bluerock Homes Trust reports material events and acquisitions, such as the purchases of Southern Pines Reserve in Aberdeen, North Carolina, District at Parkview in Stone Mountain, Georgia, and Skytop Apartments in Cincinnati, Ohio. These filings often include descriptions of purchase structures, the use of Delaware statutory trusts, senior mortgage loans held by Fannie Mae, and borrowings under revolving credit facilities, as well as Rule 3-14 financial statements of revenues and certain operating expenses for acquired properties.
Filings also detail capital structure and equity activity. BHM discloses unregistered sales of equity securities, including long-term incentive plan units (C-LTIP Units and LTIP Units) of its operating partnership issued to its external manager, executives, and non-employee directors as part of base management fee arrangements or director compensation. These documents explain how such units may convert into operating partnership units and, subject to conditions and holding periods, into shares of Class A common stock, and how distribution equivalents are paid when common stock distributions are made.
Investors can review how Bluerock Homes Trust reports on its preferred stock and dividend practices. The company’s filings and related tax reporting information describe the 6.0% Series A Redeemable Preferred Stock, associated regular and special dividends, and the classification of distributions among ordinary income, capital gains, and return of capital for federal income tax purposes. Additional disclosures cover the Series A Preferred Stock Redemption Safeguard Policy and the authorization of a share repurchase plan for Class A common stock.
For broader financial context, BHM’s SEC documents include pro forma condensed consolidated financial statements that reflect the impact of significant acquisitions and investments, such as the Marble Capital Income and Impact Fund, LP limited partnership interest. These pro forma statements help readers understand how new investments and property acquisitions might affect the company’s balance sheet and results of operations. With real-time access to these filings and AI-powered summaries that highlight key items—such as acquisition terms, financing structures, equity issuances, and dividend-related disclosures—this page offers a structured way to analyze Bluerock Homes Trust’s regulatory reporting and capital decisions.
Bluerock Homes Trust, Inc. disclosed the acquisition of a 100% ownership interest in a property for a purchase price of $88.5M, which the company consolidated on its balance sheet. The acquisition included $3.0M of capitalized acquisition costs (with a $2.2M acquisition fee payable to a related party, BR Skytop DST Manager, LLC), a $57.5M senior loan and $22.0M borrowed under its KeyBank credit facility.
The senior loan bears interest at a fixed 4.98% and matures in October 2035; the carrying value includes approximately ($1.8M) of deferred financing costs. Property management fees are calculated at the greater of 2.50% of monthly property revenues or $8,500 monthly (the company used 2.50%), and asset management fees equal 0.20% p.a. of the $88.5M purchase price (prorated for six months ended June 30, 2025). Depreciation and amortization policies and the amortization period for a tax abatement (159 months) are disclosed. The auditor’s procedures and going-concern evaluation language are included.
Bluerock Homes Trust, Inc. disclosed that its Chief Strategy Officer, James G. Babb, III, has informed the company he intends to resign from his position effective December 31, 2025. The notice was given on September 29, 2025, providing several months of transition time.
The company states that Mr. Babb’s decision is personal and that his resignation does not stem from any disagreement with Bluerock Homes Trust regarding its financials, operations, policies, or practices. This language is meant to reassure investors that the departure is not tied to underlying disputes about how the business is being run.
Ruddy Jordan B., President and Director of Bluerock Homes Trust, Inc. (BHM), reported an issuance of 4,575 LTIP Units on 08/19/2025. The LTIP Units were issued in partial satisfaction of the issuer's Base Management Fee to Bluerock Homes Manager, LLC and to reimburse Bluerock Real Estate Holdings, LLC for a portion of the Reporting Person's salary for the quarter ended June 30, 2025. The LTIP Units were fully vested on issuance and may convert to OP Units when they reach capital account equivalency with existing OP Units; once converted they may be redeemed for cash or, at the issuer's option after a one-year holding period, settled one-for-one in the issuer's Class A common stock. Following the reported transaction, the Reporting Person beneficially owned 193,913 shares of Class A common stock. The Form was signed by an attorney-in-fact on 08/20/2025.
Ramin Kamfar, Chairman and CEO of Bluerock Homes Trust, Inc. (BHM), received 11,437 long-term incentive plan units ("LTIP Units") on 08/19/2025. The LTIP Units were issued in partial satisfaction of the Issuer's Base Management Fee to Bluerock Homes Manager, LLC and to reimburse Bluerock Real Estate Holdings, LLC for a portion of the Reporting Person's salary for the quarter ended June 30, 2025. The LTIP Units were fully vested upon issuance and may convert to OP Units upon reaching capital account equivalency, after which they may be redeemed for cash or, at the issuer's option and following a one-year holding period, settled one-for-one into shares of the Issuer's Class A common stock. Following the reported transaction, the Reporting Person beneficially owned 1,186,661 shares (direct).
Bluerock Homes Trust, Inc. reported that its board approved paying part of the Q2 2025 base management fee in long-term incentive plan units of its operating partnership (C-LTIP Units) instead of cash. The portion allocated to units was valued at
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Bluerock Homes Trust, Inc. reported consolidated assets of $991.2 million and cash and restricted cash of $145.1 million at June 30, 2025. The company owns 21 investments representing 5,038 residential units (3,640 consolidated; 1,398 via preferred equity) and reported consolidated operating occupancy of 91.4% (93.2% excluding held-for-sale and down/renovation units).
For the six months ended June 30, 2025, Bluerock recorded a $13.156 million net loss, driven in part by higher depreciation and interest expense; net loss attributable to common stockholders was $5.013 million (basic loss per share $1.33). Activity included the $56.6 million acquisition of Southern Pines Reserve (272 units), a $25.0 million investment in the Marble Fund, repayment of loan investments totaling $31.7 million, redemption and sales of certain preferred equity investments, and net proceeds of $26.03 million from issuance of Series A redeemable preferred stock. Mortgages payable rose to $338.6 million from $252.8 million at year-end 2024. The company remains organized as a REIT.